Lawrence Bevir
Portfolio Manager-Equities at Aperio Group LLC
Profile
Mr. Lawrence A.
Bevir, CFA, is an Associate Portfolio Manager at Aperio Group LLC.
As an Associate Portfolio Manager, his primary responsibilities include analyzing and rebalancing client accounts to ensure they’re on track to meet the clients’ investment goals.
This effort involves balancing the requirements of the investment strategy, tax sensitivity, and SRI objectives to construct a cohesive portfolio.
Before Aperio, he was a Senior Wealth Strategy Associate at UBS, where he helped build portfolios for high-net-worth clients, with a particular focus on socially responsible investing.
Before that, Mr. Bevir worked in the trading department at Natixis Investment Managers.
He received his undergraduate degree from the University of California, Davis and is a member of CFA Society San Francisco and the San Francisco Security Traders Association.
Lawrence Bevir active positions
| Companies | Position | Start |
|---|---|---|
Aperio Group LLC
 Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles. | Portfolio Manager-Equities | - |
Training of Lawrence Bevir
| University of California, Davis | Undergraduate Degree |
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| Private companies | 1 |
|---|---|
Aperio Group LLC
Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles. | Finance |
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